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HOA Relationship Manager

Tampa, Florida

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City National Bank of Florida Relationship Managers work with a wide range of clients, from individual investors and small business owners to large corporations and institutional investors. The Relationship Manager must be knowledgeable about the financial products and services available to their clients and be able to provide expert advice and guidance on everything from investment strategies to risk management. In addition to providing financial advice and support, Relationship Managers are also responsible for building and maintaining trust with their clients. They must be skilled at communication and interpersonal relations and be able to establish strong and positive relationships with clients based on trust, respect, and mutual understanding.

  • Job Type: Full Time
  • Workplace Policy: Hybrid
  • Travel: Minimal (if any)

Success Profile

  • Relationship Expert
  • Problem Solver
  • Multi-tasker
  • Confident
  • Strategic
  • Results Driven

Culture

Our entrepreneurial, win-together team thinks boldly, looks to and learns from each other, and is focused on creating big client successes that lead to big career growth.

“As a Relationship Manager, I can confidently say that this is one of the most rewarding and fulfilling careers out there. Building and maintaining strong relationships with clients is at the heart of this profession, which means that every day is different and presents new challenges to overcome. What I love most about being a Relationship Manager at CNB is the opportunity to help clients achieve their financial goals and realize their dreams, by creating creative solutions. Whether it's securing a loan for a new business venture, providing financial advice to help clients manage their finances better, or connecting them with resources and support, being a Relationship Manager is about being a partner in success.”

Highly Successful Relationship Manager, City National Bank of Florida

HOA Relationship Manager

Workplace Policy Full Time In Office Job ID 2024-5031 Date posted 10/08/2024
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Overview:

The Homeowners Association (HOA) Relationship Manager is responsible for managing and developing commercial banking relationships within the Community Association industry. Develops relationships with both current clients and prospects in an effort to generate new deposit business by offering customized Treasury Management products and services that will enhance the financial operations of the property management company.


Qualifications:
  • 5 + years of business development experience in Community Association Industry (HOA)
  • Two - four years of experience in building and expanding new banking relationships  is preferred
  • Proven success in generating new business.
  • Thorough understanding of local market and solid base of contacts required.
  • Excellent credit analysis and relationship management skills.
  • Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus
  • Possess strong business development skills and demonstrate ability to build/expand trusting partnerships.

Education:
  • Must have a Bachelor’s degree from an accredited college with a business, economics, finance or related degree or equivalent experience.

Special information to candidates:
  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
  • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com

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Community focus, global reach.

Our roots are in Florida’s communities, but our reach is far greater. Bci, our parent company, spans from Chile to China, connecting us to global resources and capabilities.

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Benefits

  • Medical

    We are proud to offer you a choice of medical plans that provide comprehensive medical and prescription drug coverage. The plans also offer many resources and tools to help you maintain a healthy lifestyle.

  • 401(k)/Retirement Plans

    We don't just want you to have a great career, but a great life, so we provide a comprehensive 401(k) program that provides 100% match up to 5%.

  • Tuition Reimbursement

    We offer you the opportunity to make your educational dreams a reality. We provide financial assistance for undergraduate and graduate studies.

  • Holidays

    As if we don't have plenty of PTO, we also celebrate all national holidays. This perk just keeps on giving: see the list of holidays.

  • Awards & Recognition

    We believe that employee engagement doesn't just happen, you have to make it happen, and we do. Here you will have very strong awards and recognition programs that celebrate the true you.

  • Flex Time

    We are all-in on the office, but understand that working from home has some benefits, so, for some roles we offer the best of both worlds. We have a hybrid work schedule so you can too.